DeepSeek defense: Microsoft earnings will offer new chance to detail AI capital spending plans
Reporting quarterly earnings Wednesday afternoon, it will be tough for Microsoft to avoid the issue of the AI breakthroughs from China's DeepSeek that are shaking up the tech world and the stock market this week.
Microsoft CEO says AI use will ‘skyrocket’ with more efficiency amid craze over DeepSeek
In an apparent response to the attention on a hot new AI model out of China, Microsoft CEO Satya Nadella posted online
Microsoft Research on MSN6h
The value of AI: How Microsoft’s customers and partners are creating differentiated AI solutions to reinvent how they do business today
Organizational leaders in every industry around the world are evaluating ways AI can unlock opportunities, drive pragmatic innovation and yield value across their business. At Microsoft, we are dedicated to helping our customers accelerate AI Transformation by empowering human ambition with Copilots and agents,
Microsoft's cloud growth in focus as doubts grow over AI spending
Microsoft has spent months touting a rebound in its Azure cloud business and its quarterly revenue forecast on Wednesday will show whether billion-dollar bets on artificial intelligence are propelling increased growth in its main profit engine.
DeepSeek disrupted the AI disruptors, but don't count out Big Tech just yet
The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's a good thing for Big Tech?
24/7 Wall St. on MSN4d
Microsoft is “Flooring it” on AI in 2025—It’s Time to Buy the Stock.
Microsoft (NASDAQ:MSFT) is about to have another big AI-driven year as the enterprise behemoth aims to spend a colossal $80 billion on AI-related efforts for fiscal year 2025, a big chunk of which will go toward building out AI data centers.
Microsoft: Why The AI Pioneer Underperformed So Far, And Why That Should Change
Microsoft’s resilience shines despite concerns over Copilot and capital investments. Find out why MSFT stock offers 20% upside and a target of $530 per share.
Meta and Microsoft Show AI Spending Can Be a Double-Edged Sword
US tech stocks lost nearly $1 trillion on concerns about artificial intelligence spending, Meta Platforms Inc. hit a record high — signaling that investors were keeping the faith when it came to its own AI plans.
DeepSeek: Microsoft's Massive Value Catalyst
Microsoft benefits from DeepSeek’s revolutionary AI models. Find out why MSFT stock offers strong growth potential with advancements in AI reducing token costs.
Microsoft, Meta, and OpenAI Have Recently Confirmed Massive AI Investments
Nvidia stock could benefit from these massive AI infrastructure investments.
Why DeepSeek AI could be bullish for Nvidia, Broadcom, Microsoft and other AI stocks
Why DeepSeek's AI Model Has Wall Street Bullish on Software Stocks
Chinese startup DeepSeek’s super-efficient open-source AI model may have sunk some of Wall Street’s favorite AI stocks on Monday, but it may have also crowned some new favorites.
What is DeepSeek? China’s ChatGPT rival sends Nvidia and Microsoft stocks tumbling, rattles AI giants
What is DeepSeek, the Chinese AI startup shaking up tech stocks and spooking investors?
Entrepreneur Marc Andreessen, known for co-writing Mosaic, one of the world’s first web browsers, wrote Sunday on X that “DeepSeek R1 is AI’s Sputnik moment,” likening it to the space race between the U.S. and the Soviet Union and the event that forced the U.S. to realize that its technological abilities were not unassailable.